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Successful financial futures begin with planning. The first step to any plan is assessing your current situation. In this presentation, we will learn how to make a net worth statement—a snapshot of where you are now and how to use it to measure your progress over time. We will discuss the importance of saving, budgeting, and how to avoid mistakes when spending. Attendees of any age will benefit from this discussion on creating a system for maintaining financial records and cash flow management.

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. More than twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high-net-worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone in 2017, is syndicated by Andrews McMeel and is published locally in Greenwich Time each Sunday and in a number of other Hearst newspapers.

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PROGRAM CONTACT:

Yang Wang
203-622-7924
ywang@greenwichlibrary.org